See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,815 | $117,841-72.2% | $102,423-68.0% | $145,922-77.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.14% | 31.65%-20.5pp | 29.32%-18.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,123 | $3,615-41.3% | $3,023-29.8% | $4,660-54.4% |
| Participant deferral / active EE | $3,168 | $5,731-44.7% | $5,053-37.3% | $6,688-52.6% |
| Admin fee / account holder | $156 | $13,326-98.8% | $9,451-98.4% | $13,397-98.8% |